Awesome Support Documentation

Personal Notes For Agents

Agents can create PERSONAL notes that are tied directly to their profile.  Only admins can see an agent’s personal notes – other agents cannot view each others’ notes.  Each personal note is date and time stamped.  And they will all show up at the bottom of any ticket for that agent as well as in the WordPress user profile screen for that agent

Add Personal Note

  • Scroll down to the bottom of the ticket
  • Click the Add Personal Note button
  • Fill in your notes in the popup window.
  • Click the Add Note button to save the note.
  • Hit the ESC key on your keyboard to exit the popup window.

Delete Note

  • Scroll down to the bottom of the ticket and locate the Personal Notes metabox
  • Click the Delete  link next to the note you’d like to delete.

Duplicate Note

  • Scroll down to the bottom of the ticket and locate the Personal Notes metabox
  • Click the Duplicate link next to the note you’d like to duplicate.

Edit Note

  • Scroll down to the bottom of the ticket and locate the Personal Notes metabox
  • Click the Edit link next to the note you’d like to edit.
  • Update your note in the popup window.
  • Click the Save Note button to save the updates.
  • Hit the ESC key on your keyboard to exit the popup window.

You can also perform these actions in the WordPress User Profile screen.